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Best financial advisors in New Providence, NJ

Registered advisers within 25 miles of New Providence, NJ.

Offices
5,238
Firms
3,182
Combined AUM
$59.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,718,961 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC
XPOTENTIAL INC.
LPL FINANCIAL LLC
MSM FINANCIAL STRATEGIES
MODERA WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
WESTMOUNT CAPITAL GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
WEALTHCARE ADVISORY PARTNERS LLC
SIMPLICITY WEALTH
TLG ADVISORS, INC.
SIDEREAL CAPITAL GROUP
GULFSTREAM CM, LLC
SEABRIDGE INVESTMENT ADVISORS LLC

Investors

Brian J Killea
ERICKA LYNETTE TOWE
JAMES LOVAS
MICHAEL ANTHONY ANICITO
JOSEPH FREDERICK FALBO
ANTHONY S BARBERA
VINCENT A MELILLO
PATRICIA CANAVAN SCOTT
STEPHANIE HELEN SPIES
NICOLE CANNONE WEGMAN
Jun Bo Shim
Gevin L. Robertson
Randall Rosendo Marquez
WILLIAM DANIEL MADDEN
CHARLES J.A. D'ANGELO
Garrett Valentino
MARCO FERNANDES
PEDRO COELLO
Alexander Martens Molinaro
Kevin Mack
Jared Margolies
JAMES RUSSELL SCOTT
Ryan Jennestad Lovell
Paul W Harding
JEREMY SETH JOSEPH
CARLOS OMAR LOPEZ
Chad Emmerson Blanton
Leslie Kathryn Hollingsworth
Jeremy Aden Erisman
Elena M Larson
Joel Steven Rieck
Douglas Carlton Bryan
Ted F Henley
IAN JACOB GROHMAN
Zachary Williams
Troy James Hines
ALAN DEAN CANTRELL
John Robert Ressler
Daniel Joseph Harmeyer
THOMAS JOHN ROZMAN
DANIEL PATRICK OTOOLE
Mark Christopher Spooner
Jose M Garza
DENNIS BERNARD SZYMANSKI
Derrick Salvador Avelar
Jason Matthew Peroni
RONNIE ORVILLE CARUTHERS
MICHAEL JAMES SMITH TUCKER
HOYT SCOTT ROBEY
Erin Bartlett McCann
JASON ROBERT PARRISH
Robert Joseph Sayre
Dennis Patrick Maguire
Nathaniel Paul Barton
EDWARD DANIEL DROPIC
CHRISTOPHER FREDIANI GEIST
RONALD SCOTT TETLEY
Randy Gerard Hux
TIMOTHY MICHAEL MURPHY
David Richard Cox
Mike Nimmo
Jason Purvis
NNAMDI OBI ANYAFO
Guillermo ALBERTO SILESKY
HERBERT GERRY WIEBE
Jason Louis Reed
Eduardo Walter Ortega-Ghiglione
Linda A Hilton
Natalie Cantrell Yarbrough
Daniel Scott Rhoads
ROBERT M. FREEMAN
David Joseph Julian
Adam Sevier
Dylan Sunderland
David R Lester
Ryan Joseph Hogan
Joseph Calvin Bean
Justin Bernard O'Keefe
Aidan Neil Young
Jeffrey Marc Sachs
Hien Wu
Antonino M Filippone
Michael Vincent Mortellaro
JERRY MARLIN TOOMBS
JEFFREY SEAN CRYSTAL
Michael David Riley
ANTONIO MICHAEL FILIPPONE
LINDA ROSE JENSEN
Mark Alan Merritt
MICHAEL KENNETH HERRMANN
WALTER GORDON DECHERD
DONALD A SHELTON
Paul Quebec
MARY E HEIL
MICHAEL CHASE GILBERT
PAULA JEAN REYNOLDS
ROBERT JEFFERY GREEN
Aleksandr Arturovich Melkumov
John Davis Baker
SHAYMOND ALAN JANES
JARED WILLIAM HILLMAN
JEFFREY IAN MCCARTY
MARCUS TODD VEILLON
RICHARD ANTHONY CONTELMO
AUGUST HENRY VELTEN
DAVID JAY VOGEL
MICHAEL JERRY SNASEL
Derrick Richard Mims
Robert Okumu-McCarron
Joseph William Remson
Brian Wakefield
Arcie Petty
GARY HENRY VOGEL
MARY ANNE EHLERT
KEVIN LEE ARSHAM
PAUL DOUGLAS REABURN
RICHARD GUSTAFSON
Stephen Bene
RICHARD BEDFORD SPENCER
Charles Thomas McGlinn
David Lawrence Wohlwend
DEVIN MATTHEW LARKINS
JENNIFER LEE JOST
THOMAS RALPH PITTS
Catherine Pinkas
RODNEY DEAN JARRELL
MAX STEWART
Jeffery Gene Musgrove
Humberto Gonzalez
Kevin Patrick Nuber
Parker Nelson Weimar
Travis Morrison
Bryce Patterson Lee
Timothy Tuschinski
ANTHONY EDWIN ECHANG
Douglas Scott Gahn
Justin Jay Jones
Ifeanyi Andrew Anyafo
Gabriel Hurt
Corey Abood
Matthew Sanchez
Michael Henry
James R Newman
KEVIN MURRAY SMITH
GRANT A THERRIEN
Derek Jackson Draper
Trent Michael Hart
Anne Williams Coupe
Edward Ruja
LOGAN RICHARD HARRIS
JASON DANIEL GRIFFITH
MICHAEL PATRICK KELLY
John Mitchell Moreno
Jeremy Andre Gonzalez
Alexander Andreyevich Nikolenko
Daniel Edward Moroney
Adam J Fletcher
Lana K Bergstein
Malcolm Kelly Sessoms
Julia H Lin
Marilyn Evans Johnson
Douglas Arthur Clermont
Brendon Michael DeRouin
Michael David Westerfield
Eduardo Valdes
James Alexander Eddy
Wilfred Clay Haselton
John Benefield Desselle
Jessica Kelly Titus
Nathan Charles Self
Joo Kyung Lee
Daoqi Yang
Thomas S Kaiser
Richard J Wall
Irfan Pathan
Spencer Robinson Anmuth
Karen Louise Powell
Alyse N Blumberg
William Everette Oliver
John Jay Baxter
Richard Louis Cretella
Harry Norman Levitt
Shawn Michael Bragdon
Keith Richard Brown
John Bryan Setzler
Misty L McMinn
Matthew Maresch
John Troy Gilmore
James Brennan Spiers
Maria Regina T Cruz
Giorgio Caputo
Farid Mokhtarian
William Thomas Tyson
James Kelly Houston
MICHAEL JOHNSON SHEAN
Carolyn Marie Robinson
Katie Clark
Carrie Stockton Westfall
Cary Cleveland Lucas
Lynn Jacobowski
Jared Paul Gostanczik
Christopher Michael Miller
Jeffrey Allen Edwards
David Grant Patton
Jeffrey T Gelinas
Scott Walter George
STANLEY IRVIN ROY
Jackie N Martin
Erik Douglas Marechal
Chad Quevedo Parilla
David Tyler Abel
Christopher Branch Paulson
Travis Pollard
MATTHEW JOSEPH CAWLEY
Erik Oros
Joshua Lee Curtis
Nathaniel Scott Siegel
KIMBERLY KANE HENRY
Chelsea Marie Jez
Corrie Daniel Feldotto
James Ryan White
Hans H Hegge
Johnathon August Smith
Dean Knieps
James Rouse Lingle
William Jeremiah Sauers
Jerime Dane Wyant
Andrew Glenn Insley
Sarah Miner
Bailey Sigler
Kevyn Bowling
Curtis William Holland
Renee Rosenberger
James Leonard Mills
Mark Gori
Jeffrey Todd Tipton
Demitri Patsilivas
Anne Elizabeth Cherskov
Rhoneil Acierto Santo Tomas
Jerry Charles Adam
Brian Scott Schaefer
TROY EDWARD WOODS
Steven Charles Caldara
Brian Paul Hanson
Phillip John Bucaro
Gregory Marc Roventini
Robert Edgar Ausband
Richard Scott Maholchic
Patrick Heewoong Kim
MICHAEL AARON GUBIN
Shawn William Nelson
Michael Hamel McGraw
William John Hahn
Mark Francis Van Valkenburg
Steven David Schaumberger
Shawn Marcel Lefebvre
Barwick Odessa Barfield
David Russell Rodgers
Samuel Jacobs
Clifford Scott Goodwin
Maura Dawn Mandell
Noel John Anderson
Giacomo Salvatore Palazzolo
Ashlee E Vingle Howard
Melissa Nuzzo
Michael Steven Cortazzo
Jacob A Chandler
Robert D Amoruso
Brian Keith Parker
Elias Elefteriadis Ladon
Yelena V Kalashnikova
Kevin Peter Zebrowski
Mary Grace Justice
James Scott Polmonari
Stefan John Cherneski
Matthew Lawrence Kaas
Jason Anthony Lenagh
Heather Schumacher Kindoll
Tiseer Mohamed Osman
Salvatore Fusaro
Bernard Eugene Rosen
Jerry Irving Rubin
Thomas Martin Prybylo
Alan Littman Kaye
Roy Maurice Cranman
Thomas James Archer
Kelley Adams King
Donald Anthony Cafero
David Michael Cass
Edgar Alfred Morales
Igor A Zey
Thomas Gene Bartley
William Thomas Wright
David Ross Brinkley
Jeffrey Charles Reynolds
JERRY WAYNE RAINEY
Edwin George Colvin
Joseph Earl Rhodes
J Eric Mackenbach
Christian Nana Tanke
Zorah Jane Riley
James Harvey Berry
Barbara Louise Walker
Morgan Sven Christiansen
Grace Baecher
Tedd Aaron Meyer
Rodney Dale Dir
Peter Bradford Cooper
Rachel Tracy Smith
Douglas Reid Burford
James M Benages
David Dai Ping
Matthew R Sweat
Donald William Baran
Charles Taylor Preston
Grant Morgan
Taylor Sender
Carol Ann Goetsch
Daniel R Engel
William Monroe Biles
ITZIAR RAMOS
Esteban Santiago Tormen
Maria K Bannon
William Robert Staples
Daniel Hilario Barajas
Robert Edward Nienaber
Howard Joseph Englehart
Mason McKinnie
Salim Admon
Christopher Dean Scheimer
Fernando Javier Pou
Charles Dillon Crist
Jaquelyn Morbitzer
Spencer Mitchell Porter
Christopher Daniel Marino
Jonathan Gerrard
John Christian Fink
Andrew Perez
Murlat Alexander Abdoo
Taylor Jordan Walker
Matthew Pennington
Tyler Coffey
John Constantine Rousos
Paul Alan Neri
Gary Lynn Gray
Michael Merritt Talbot
Willis Smith
TILDEN LESTER SOWDON
Todd M Hedtke
Brandon Scott Smith
Anthony John Rossi
ANDREW BEATTY SANFORD
DEWITT LOOMIS ALEXANDRE
ALAN LEVERING TYSON
STEPHEN MICHAEL BARRAL
HOWARD CHIN
Nicole J. Goberman
Robert J. Kolyer
Brandon Alexander Bottari
DAVID CHARLES DESCALZI

Within 25 miles of New Providence, NJ, Best Investors lists 3,182 registered investment advisory firms with 5,238 offices nearby, managing about $59.5T in combined regulatory AUM across 4,718,961 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in New Providence

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM